DWM
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Dogwood Wealth Management’s WEC Energy WEC Stock Holding History

Dogwood Wealth Management’s Portfolio WEC Stock Details WEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.01K Buy
60
+8
+15% +$913 ﹤0.01% 453
2026
Q1 		$6.02K Buy
52
+1
+2% +$112 ﹤0.01% 430
2025
Q4 		$5.38K Sell
51
-11
-18% -$1.22K ﹤0.01% 407
2025
Q3 		$7.11K Buy
62
+47
+313% +$5.09K ﹤0.01% 333
2025
Q2 		$1.55K Buy
15
+3
+25% +$319 ﹤0.01% 591
2025
Q1 		$1.31K Buy
+12
New +$1.23K ﹤0.01% 418
2024
Q4 		– Hold
0
– -$3 – 646
2024
Q3 		– Hold
0
– – – 424
2024
Q2 		– Hold
0
– – – 547
2024
Q1 		– Hold
0
– – – 554
2023
Q4 		– Hold
0
– – – 432

Other funds holding WEC

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return
TIM
Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return